SEC Regulation S-P, the “Privacy of Consumer Financial Information” rule, requires that we inform current and prospective clients about our policies concerning the collection and use of non-public client information.
Everspire collects certain non-public personal identifying information about clients (such as name, address, social security number, etc.) from the following sources:
Everspire may share a client’s personal information for the following reasons:
If a client has opted out of certain sharing, Everspire will not share the specified information for that client.
If a client decides to close his or her account(s) or becomes an inactive customer, Everspire will continue to adhere to the privacy policies described here, as updated.
Everspire restricts access to clients’ non-public personal information to those employees who need the information in order to service client accounts and trains those employees on Everspire’s privacy policies and procedures.
Everspire maintains physical, electronic, and procedural safeguards that comply with applicable federal or state standards to protect the client information that we gather, store, and archive. For example, the firm’s digital systems are protected through a combination of password use, encryption, two-factor authentication, and other measures. Third parties involved in the storage of Everspire client information are vetted and made aware of the importance Everspire places on both firm and client information security.
In addition to electronic protection, Everspire implements physical protocols such as the proper storage of physical client paperwork in secured locations and reasonable physical security measures at its home office location to prevent unauthorized access. Employees working from home must follow the same policies.
Everspire will retain records for at least 5 years, or as otherwise required by applicable state or federal law. If client non-public personal information is disposed of, Everspire will take reasonable measures to protect against its unauthorized access or use during the process.
If you have any questions about these Warranties and Disclaimers, you can contact us:
By email: hello@everspire.com
Aegis Wealth Group, LLC DBA Everspire is committed to protecting the privacy of ourclients. This Privacy Policy outlines how we collect, use, disclose, and safeguard yourpersonal information in compliance with the Gramm-Leach-Bliley Act (GLBA), and Securitiesand Exchange Commission (SEC) regulations.
By engaging with our services, you consent to the data practices described in this policy.
FACTS: What Do We Do With Your Personal Information?
Financial companies choose how they share your personal information. Federal law givesconsumers the right to limit some but not all sharing. Federal law also requires us to tell youhow we collect, share, and protect your personal information.
The types of personal information we collect and share depend on the product or service youhave with us. This can include:
All financial companies need to share customers’ personal information to run their everydaybusiness. In the table below, we list the reasons we can share your personal information;whether we do share; and whether you can limit this sharing.
Reasons we can share yourpersonal information
Do we share?
Can you limit this sharing?
For our everyday businesspurposes (processingtransactions, maintainingaccounts, responding toregulators)
Yes
No
For our marketing purposes(to offer products andservices)
Yes
Yes
For joint marketing withother companies
No
Yes
For our affiliates’ everydaybusiness purposes(transactions andexperiences)
Yes
No
For our affiliates’ everydaybusiness purposes(creditworthiness)
Yes
Yes
For nonaffiliates to market toyou
No
We do not share
When you are no longer our client, we continue to protect your information as described inthis notice.
State Laws: Some state laws (CA, VT, NV, MA, ME, etc.) may give you additional rightsregarding your personal information. We will comply with applicable state-specificrequirements.
We use your information strictly on an as-needed basis for the following purposes:
Your personal information is stored in shared databases accessible by our affiliatedcompanies, including MHL Investments, Aegis Wealth Group, E6 Portfolios, and TomiPlan.Information may be shared internally only when necessary to:
We implement appropriate administrative, technical, and physical safeguards to protect yourinformation against unauthorized access, alteration, disclosure, or destruction. Thesemeasures include:
As a client, you have the following privacy rights under GLBA and SEC regulations:
To opt out of certain sharing you may call Monica Akbar at 801-545-8706 or email us atmonica@everspire.com
We retain your personal information only as long as necessary for regulatory compliance,business operations, and client service obligations. We may maintain dormant financial plansto allow clients to revisit their plans in the future without incurring the burden and cost of reestablishing them. These plans may be retained unless the client requests deletion of theirinformation. Once data is no longer required, it will be securely disposed of in accordancewith industry best practices. Even after you close your account, we continue to protect yournonpublic personal information as required by federal law.
We review our policy annually and we provide this notice to all clients annually, as requiredby federal law, and whenever material changes are made. This notice will be delivered toyou, either by mail, secure electronic delivery, or via our client portal.
If you have any questions about this Privacy Policy or how your information is handled,please contact us:
Monica Akbar
6900 South 900 East, Suite 200
Midvale, UT 84047
(801) 545-8706
By using our services, you acknowledge and agree to the terms of this Privacy Policy.